TCWM

Total Clarity Wealth Management Portfolio holdings

AUM $376M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.67M
3
+$1.7M
4
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$1.44M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.31M

Top Sells

1
+$1.88M
2
+$1.79M
3
+$1.36M
4
APD icon
Air Products & Chemicals
APD
+$1.36M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.2M

Sector Composition

1 Technology 11.12%
2 Financials 6.55%
3 Healthcare 5.41%
4 Consumer Discretionary 5.14%
5 Communication Services 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$306K 0.11%
+9,817
202
$303K 0.11%
10,375
-7,279
203
$298K 0.1%
521
+94
204
$294K 0.1%
3,282
205
$288K 0.1%
6,824
+212
206
$285K 0.1%
7,315
+367
207
$281K 0.1%
2,550
208
$281K 0.1%
+3,830
209
$279K 0.1%
3,126
-5
210
$278K 0.1%
+7,196
211
$278K 0.1%
+3,741
212
$276K 0.1%
4,478
+13
213
$273K 0.09%
1,846
-110
214
$272K 0.09%
2,101
-150
215
$269K 0.09%
+924
216
$267K 0.09%
3,091
-658
217
$267K 0.09%
16,956
+318
218
$266K 0.09%
1,160
-4
219
$266K 0.09%
+1,475
220
$264K 0.09%
+2,438
221
$264K 0.09%
3,077
+199
222
$261K 0.09%
1,970
+140
223
$261K 0.09%
653
224
$259K 0.09%
3,350
-125
225
$257K 0.09%
+10,889
7 8
9
10 11